NewEdge Wealth, LLC

NewEdge Wealth, LLC reported $8.4B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in USFR, AAPL, MSFT. Notable moves this quarter: SU INCREASED (+$27.2M); AAPL INCREASED ($-19.6M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.